Greater Midwest Financial Group, LLC - Portfolio overview

Greater Midwest Financial Group, LLC has 71 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. OAKM - HARRIS OAKMARK ETF TRUST, 7.25%
2. LSGR - NATIXIS ETF TRUST II, 6.86%
3. AVUV - AMERICAN CENTY ETF TR, 6.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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